Arista Networks
ANET · NYSE · Technology
$203.47
$1.93 (-0.95%) today
Market Cap
$256.62B
24h Volume
$805.9M
P/E Ratio
64.4
52w High
$210.50
52w Low
$116.13
Est. AI Revenue
28%
7-Day Sparkline (Static)
Company facts
Performance
About Arista Networks
Arista Networks builds high-performance Ethernet networking for data centers. It makes money selling switches and network software to cloud providers and enterprises, with hyperscalers like Microsoft and Meta among its main customers.
Its AI products connect GPU clusters: Etherlink AI platforms are switching systems built for AI workloads, AI spine networking forms the backbone that links thousands of accelerators, CloudVision AI manages networks with machine intelligence, and network observability AI watches traffic for problems.
Founded in 2004 and headquartered in Santa Clara, California, Arista trades on the NYSE and employs about 5,115 people.
Arista Networks in the AI buildout
Arista sits in the Networking & Optics layer of the buildout, connecting the compute layer together. AI clusters only work if thousands of GPUs can exchange data at extreme speed, and Arista's Ethernet switches and software provide that fabric for hyperscalers like Microsoft and Meta. AI cluster networking is now the central growth driver on top of its cloud networking base, which earns it an AI Exposure Score of 80 out of 100.
ANET is tracked in Networking & Optics, rated Core on the AI Exposure leaderboard.
By the numbers
52-week range
ANET trades at $203.47, 93% of the way up its 52-week range of $116.13 to $210.50.
Market cap
Market capitalization is $256.62B, with an AI Exposure Score of 80 out of 100.
Valuation vs peers
Its P/E ratio of 64.4 is in line with the Networking & Optics category median of 64.4.
Next earnings
Arista Networks is next expected to report earnings on November 3, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Arista Networks do?
Arista builds high-speed Ethernet switches and network software for data centers. Cloud providers and enterprises, including hyperscalers like Microsoft and Meta, use its gear to run large-scale networks.
How is Arista Networks exposed to AI?
Strongly. Its switches connect GPUs inside AI data centers, and AI cluster networking is now its central growth driver on top of a cloud networking base. Supercycle gives it an AI Exposure Score of 80 out of 100.
What are Arista's main AI products?
Etherlink AI switching platforms built for AI workloads, AI spine networking that forms the cluster backbone, CloudVision AI for network management, and network observability AI that monitors traffic health.
Where is Arista headquartered and who leads it?
Arista is headquartered in Santa Clara, California, and led by CEO Jayshree Ullal. The company was founded in 2004, employs about 5,115 people, and its shares trade on the NYSE.
Is ANET a pure play AI stock?
Not entirely, but close. Cloud networking remains its base while AI cluster networking drives growth. An AI Exposure Score of 80 out of 100 places it near the top of the leaderboard.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
Related reading
- What are AI infrastructure stocks? The 12 layers, explained · AI infrastructure stocks are the companies paid to build AI compute: chips, memory, networking, data centers, cooling and power. The 12 layers and the catch.